See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $26,994 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,983 | $59,159+126.5% | $159,960-16.2% | $66,914+100.2% |
| Participation rate | 67.6% | 68.1%-0.5pp | 78.0%-10.4pp | 69.8%-2.2pp |
| Annual return | -14.45% | -12.26%-2.2pp | 408.60%-423.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,431 | $1,983-27.8% | $4,226-66.1% | $2,544-43.8% |
| Participant deferral / active EE | $7,074 | $4,395+61.0% | $6,182+14.4% | $4,237+67.0% |
| Admin fee / account holder | $246 | $591-58.3% | $8,698-97.2% | $593-58.5% |